ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 727 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $242,105 | -5.3% | 2,489 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $255,770 | -0.3% | 2,489 | 0.0% | 0.01% | -7.7% |
| Q4 2023 | $256,541 | +15.5% | 2,489 | 0.0% | 0.01% | +8.3% |
| Q3 2023 | $222,069 | -47.9% | 2,489 | -44.5% | 0.01% | -42.9% |
| Q2 2023 | $426,098 | +0.5% | 4,481 | -1.1% | 0.02% | -4.5% |
| Q1 2023 | $423,869 | +2.5% | 4,529 | 0.0% | 0.02% | -8.3% |
| Q4 2022 | $413,543 | +78.3% | 4,529 | +61.0% | 0.02% | +50.0% |
| Q3 2022 | $232,000 | -7.6% | 2,813 | 0.0% | 0.02% | -5.9% |
| Q2 2022 | $251,000 | -13.7% | 2,813 | 0.0% | 0.02% | +13.3% |
| Q1 2022 | $291,000 | – | 2,813 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 989,980 | $123,559,000 | 18.15% |
| Noven Financial Group, Inc. | 268,273 | $32,456,000 | 11.19% |
| Probity Advisors, Inc. | 55,104 | $19,358,000 | 8.35% |
| Palisades Hudson Asset Management, L.P. | 87,397 | $10,908,000 | 8.34% |
| SONATA CAPITAL GROUP INC | 62,937 | $7,855,000 | 6.39% |
| HOME FEDERAL BANK OF TENNESSEE | 84,938 | $10,601,000 | 6.22% |
| Spruce Investment Advisors LLC | 77,912 | $9,724,000 | 6.12% |
| Triangle Securities Wealth Management | 59,158 | $7,383,000 | 5.11% |
| FundX Investment Group, LLC | 152,678 | $19,056,000 | 4.87% |
| NorthRock Partners, LLC | 88,683 | $11,050,000 | 4.73% |